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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,357 | $43,496-53.2% | $161,489-87.4% | $64,340-68.4% |
| Participation rate | 48.9% | 53.5%-4.6pp | 78.7%-29.8pp | 55.2%-6.3pp |
| Annual return | 17.46% | 20.76%-3.3pp | 89.72%-72.3pp | 24.14%-6.7pp |
| Employer contribution / active EE | $777 | $1,431-45.7% | $4,268-81.8% | $1,862-58.2% |
| Participant deferral / active EE | $1,972 | $1,996-1.2% | $5,630-65.0% | $2,980-33.8% |
| Admin fee / account holder | $2,225 | $2,330-4.5% | $16,006-86.1% | $3,703-39.9% |